FNIAX Mutual Fund

FNIAX Mutual Fund

NAV$51.38
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Returns Overview

1 Month
+2.95%
3 Months
+17.60%
6 Months
+12.74%
YTD
+12.30%
1 Year
+34.80%
3 Years (annualized)
+29.25%
5 Years (annualized)
+18.56%
10 Years (annualized)
+19.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNIAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.30%
Peer Avg (YTD)
+8.97%
vs Peers
+3.32%

FNIAX Mutual Fund Performance

FNIAX performance across multiple time periods: 1-month 2.95%, YTD 12.30%, 1-year 34.80%, 3-year 29.25%, 5-year 18.56%, 10-year 19.79%.

FNIAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

FNIAX performance comparison shows side-by-side returns with another fund. FNIAX alternatives are available in the Mutual Fund Screener.